ALMEGA WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$119M

Discretionary

$114M

96% of AUM

Avg account

$155K

Accounts

767

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 316840
Website: almega-wealth.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: Individuals53.94%
HNWI45.87%
Pension & Profit Sharing Plans0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Almega Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and combines advisory services with accounting activities. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, publication of periodicals/newsletters, and educational seminars and workshops. Fee arrangements include a percentage of AUM as well as hourly and other billing formats. The firm does not position itself as an ESG investor.